SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+2.13%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$642M
AUM Growth
+$642M
Cap. Flow
+$65.6M
Cap. Flow %
10.22%
Top 10 Hldgs %
64.62%
Holding
48
New
1
Increased
41
Reduced
6
Closed
–

Top Buys

1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$12M
2
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
$6.27M
3
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$6.19M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
$6.18M
5
IVV icon
iShares Core S&P 500 ETF
IVV
$5.58M

Top Sells

1
VTI icon
Vanguard Total Stock Market ETF
VTI
$571K
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
$225K
3
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
$203K
4
MUB icon
iShares National Muni Bond ETF
MUB
$65.1K
5
USRT icon
iShares Core US REIT ETF
USRT
$33.8K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
AGG icon
1
iShares Core US Aggregate Bond ETF
AGG
$131B
$99.7M 15.54%
895,800
+107,870
+14% +$12M
GSLC icon
2
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.2B
$52M 8.1%
885,138
+105,351
+14% +$6.19M
IJH icon
3
iShares Core S&P Mid-Cap ETF
IJH
$100B
$48.4M 7.55%
249,345
+32,283
+15% +$6.27M
IVV icon
4
iShares Core S&P 500 ETF
IVV
$662B
$47.4M 7.38%
160,799
+18,942
+13% +$5.58M
IJR icon
5
iShares Core S&P Small-Cap ETF
IJR
$85.2B
$40.2M 6.27%
514,171
+78,980
+18% +$6.18M
REET icon
6
iShares Global REIT ETF
REET
$4B
$26.8M 4.18%
1,006,455
+123,361
+14% +$3.29M
GSIE icon
7
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.21B
$25.5M 3.97%
887,875
+117,302
+15% +$3.36M
IEMG icon
8
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
$25.4M 3.96%
493,993
+52,821
+12% +$2.72M
IEFA icon
9
iShares Core MSCI EAFE ETF
IEFA
$150B
$25.4M 3.96%
413,720
+41,630
+11% +$2.56M
ITOT icon
10
iShares Core S&P Total US Stock Market ETF
ITOT
$75.2B
$23.8M 3.71%
357,764
+17,560
+5% +$1.17M
PCY icon
11
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.22B
$22.5M 3.51%
774,713
+75,539
+11% +$2.19M
HYG icon
12
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
$21.8M 3.4%
250,034
+32,521
+15% +$2.84M
GEM icon
13
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.07B
$20.9M 3.25%
635,310
+83,702
+15% +$2.75M
LRGF icon
14
iShares US Equity Factor ETF
LRGF
$2.82B
$16.8M 2.62%
528,831
+69,005
+15% +$2.19M
SPTM icon
15
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11B
$15.9M 2.48%
437,075
+16,666
+4% +$608K
IGOV icon
16
iShares 1-3 Year International Treasury Bond ETF
IGOV
$1.12B
$11.6M 1.8%
227,332
+29,649
+15% +$1.51M
SPAB icon
17
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.58B
$10.9M 1.7%
374,076
+4,729
+1% +$138K
VTI icon
18
Vanguard Total Stock Market ETF
VTI
$526B
$10.8M 1.69%
72,463
-3,817
-5% -$571K
SPDW icon
19
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.1B
$10.5M 1.63%
353,631
+18,145
+5% +$537K
SPEM icon
20
SPDR Portfolio Emerging Markets ETF
SPEM
$13.1B
$10.2M 1.58%
283,702
+15,127
+6% +$541K
VCSH icon
21
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
$10M 1.56%
124,175
+16,668
+16% +$1.34M
SCHB icon
22
Schwab US Broad Market ETF
SCHB
$36.2B
$7.41M 1.15%
105,099
+2,279
+2% +$161K
EMB icon
23
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.4B
$6.67M 1.04%
58,908
+4,914
+9% +$557K
VWO icon
24
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
$5.78M 0.9%
136,077
-4,789
-3% -$203K
VEA icon
25
Vanguard FTSE Developed Markets ETF
VEA
$171B
$5.55M 0.86%
133,249
-5,402
-4% -$225K
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